Sachem Head Capital Management LP Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$2.2T
Holdings
13
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 3,360,000 | $287.4B | 13.32% | |
| 2 | TWXCHFTIME WARNER INC | 2,665,000 | $243.8B | 11.30% | |
| 3 | LOWLOWES COS INC | 2,460,000 | $228.6B | 10.60% | |
| 4 | ZAYOEURZAYO GROUP HLDGS INC | 5,700,000 | $209.8B | 9.72% | |
| 5 | METAFACEBOOK INC | 1,140,000 | $201.2B | 9.32% | |
| 6 | CRMSALESFORCE COM INC | 1,955,000 | $199.9B | 9.26% | |
| 7 | —SHIRE PLC | 1,237,095 | $191.9B | 8.90% | |
| 8 | CDKCDK GLOBAL INC | 2,195,000 | $156.5B | 7.25% | |
| 9 | CMCSACOMCAST CORP NEW | 3,165,000 | $126.8B | 5.88% | |
| 10 | AABAUSDALTABA INC | 1,620,000 | $113.2B | 5.25% | |
| 11 | —VANTIV INC | 1,165,000 | $85.7B | 3.97% | |
| 12 | NBISYANDEX N V | 2,325,000 | $76.1B | 3.53% | |
| 13 | DELLDELL TECHNOLOGIES INC | 450,000 | $36.6B | 1.70% |